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Bulk Editing Contacts and Expirations
Bulk Editing Contacts and Expirations

Find out how to edit contact or expiration details in bulk

Katie Gunter avatar
Written by Katie Gunter
Updated over a week ago

Changing details in bulk can be done for both Contacts and Expirations via the Bulk Edit panel. The Bulk Edit panel will appear once you begin making selections on your Expiration or Contact list (below).

Bulk Editing Items

A few examples of things you can do with the Bulk Edit panel for Expirations are:

  • Change reminder frequency

  • Add/remove Contacts

  • Add/remove Locations

  • Change status

  • Change category

  • ...and more!

A few examples of things you can do with Bulk Edit panel for Contacts are:

  • Create expirations

  • Send notifications

  • Change type

  • Archive/unarchive

  • Change notification delivery type

  • ...and more!

To make your bulk edit changes easier, you can filter your Expirations or Contacts so that you can "Select All". We have provided an example below where we need to change the Delivery Type for Contacts from a certain location so we have filtered the Contacts by the location before doing the bulk edit.

After filtering by location, we can use the top box to "Select All". The Bulk Edit panel will show up on the right-hand side. In the panel, under Delivery Type, select Replace existing value with… and then enter the required delivery type.

After selecting the new settings click Update.

Bear in mind that there is not an "Undo" button for Bulk Edit actions but most times you will be able to perform another bulk edit to edit the items.

Deleting Items in Bulk

Deleting Expirations or Contacts in Bulk cannot be undone. Should you require items be recovered, please reach out to our Support team.

If you require deleting expirations in bulk, this may be done from the "Trash Can" icon of the bulk edit menu.

Exporting Files on Expirations in Bulk

Files added on expiration items and contacts can be exported into a ZIP file by using the bulk edit menu panel on your Expirations list view.

Select the expirations for which you'd like to export the files using the check boxes on the left, or if for all, selecting the top box will select all.

From the bulk edit tool that shows on the right, click on the 'Paperclip' icon at the bottom. This will export all files into a ZIP file.

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